Table Of Contents

• Getting Started with ER/Studio Data Architect
  • What's New
• Upgrading From Previous Versions
• Introduction
  • Installing ER/Studio Data Architect
  • Tutorials: Getting Started
  • Tutorials
  • Tutorials: Generating Physical Models from a Logical Model
  • Tutorials: Working with Business Data Objects
  • Tutorials: Creating a Data Flow
  • Tutorials: Denormalizing the Physical Model
  • Tutorials: Documenting an Existing Database
  • Tutorials: Finding out How an Entity Maps to the Physical Model
  • Tutorials: Defining External Source and Target Systems
  • Tutorials: Creating a Data Lineage and Transformation Visualization
  • Tutorials: Working with Hierarchical Models
  • Tutorials: Establishing Relationships Between Entities
  • Tutorials: Documenting Data Lineage
  • Tutorials: Creating a Data Movement Rule
  • Tutorials: Using an Enterprise Logical Model to Design New Assets
  • Tutorials: Creating and Working with Submodels
  • Tutorials: Diagram Navigation and Aesthetics
  • Tutorials: Logical and Physical Modeling
  • Tutorials: Using Data Dictionary Domains to Populate New Entity
• Administrator Guide
  • Changing the Location of Shared Files
  • Uninstalling
  • Licensing
  • How to Specify Repository Ports
• Troubleshooting
  • Repo Error Information Window
• Supported Database Platforms
  • Databricks
  • Google BigQuery
  • JSON Instance and Schema Files
  • Microsoft Azure Synapse Analytics
  • MongoDB
    • Reverse Engineer MongoDB Walkthrough
• User Guide
  • Application Interface
    • Data Model Explorer
    • Data Model Window
    • Data Lineage Window
    • Pop-up Windows
    • Zoom Window
    • Overview Window
    • Quick Access Toolbar
    • Toolbars
    • Keyboard Commands
    • Status Bar
    • Menus
  • Configuring and Customizing
    • Customizing the Display of Diagrams and Objects
    • Changing Cursor Popup Help Options
    • Customizing Standard Model Features for New Models
      • Automatic Naming Translation
    • Specifying the Location of Shared Data
    • Customizing Application Visual Style
    • Web Favorites
  • Using ER/Studio Data Architect
    • Creating and Working With Data Models
      • Creating a New, Blank Data Model
      • Reverse Engineering an Existing Database
        • Database Privileges for Reverse Engineering
        • MongoDB Advanced Login Options
      • Importing a Model
        • Importing a Model from an ERX File
        • Importing a Model from External Metadata
        • Importing a Model from a SQL File
        • Importing a Model from a JSON File
      • Generating a Model Using AI
        • AI Model Builder FAQs
      • Generating a Physical Data Model
      • Changing the Database Platform of a Model
    • Best Practices
    • Common Tasks
      • Using Toolbar Tools
      • Creating a Data Model Object
      • Moving Objects
      • Copying Objects
      • Resizing Objects
        • Renaming an Object
      • Changing Model Alignment, Distribution, and Layout
      • Finding an Entity, Table or View
      • Locating an Object in the Data Model Window
      • Editing an Object
      • Adding and Editing Object Comments
      • Editing the Name of an Object
      • Deleting an Object
      • Searching for and Changing Object or Object Attribute Names
      • Creating and Editing Database Views
        • View CTE Window
        • Defining the Default View Settings for New Models
        • Customize the View Settings for a Specific Model
      • Creating and Editing Submodels
      • Establishing Database Security
        • Creating and Editing Database Users
        • Creating and Editing Database Roles
        • Associating Database Users with New Database Roles
        • Associating Database Roles with New Database Users
        • Changing Database Roles Associated with Existing Database Users
        • Changing Database Users Associated with Existing Database Roles
        • Granting and Revoking Permissions to Modify Database Objects
      • Comparing Models
      • Customizing the Data Model
        • Setting Diagram Properties
        • Setting Data Model Properties
        • Creating Entity Relational or Dimensional Models
        • Dimensional Table Types Indepth
        • Changing the Model Notation
        • Setting the Relationship Notation
          • IDEF1X Notation
          • IE (James Martin) Notation
          • IE (Crow's Feet) Notation
          • Filtered ID (Hide Foreign Keys) Notation
        • Manipulating Relationship Lines
        • Changing the Model Background
        • Setting Default Diagram Colors and Fonts
        • Locking Data Model Objects to a Drawing Shape
        • Creating and Editing Shapes
        • Adding and Editing Lines
        • Adding and Editing Title Blocks
        • Adding Text Blocks
        • Overriding Color and Font Settings for a Specific Object
        • Change Data Model Display Preferences
        • Changing Entity/Table Display Preferences
        • Changing Data Model Layout
        • Enforcing Data Integrity Using Check Constraints
        • Change the Background and Outline Colors of Existing Models and Views
        • Customizing the Layout
      • Checking Out a Concurrent License for Offline Usage
      • Copying a Database Object to a Submodel (Apply to Submodel)
      • Using the Submodel Synchronization Utility
      • Synchronizing Submodels
    • Using Data Vault Tools
    • Developing the Logical Model
      • Logical Design Concepts
        • Object Name Rules
        • Logical Design Documentation
        • Normalization
      • Creating and Editing Entities and Tables
        • Creating and Editing Entities
        • Creating and Editing Tables
          • Distributing Columns for Amazon Redshift
            • Encoding Property for Columns
        • Creating and Editing Attributes and Columns
          • Creating and Editing Attributes
          • Creating and Editing Columns
        • Creating Terms
        • Creating and Editing Replica Tables and Replica Views
        • Business Term Selector
        • Glossary Integration
      • Creating and Editing Keys
      • Creating and Editing Business Data Objects
      • Associate Similar Objects Using User-Defined Mappings
      • Working with Relationships
        • Creating and Editing Recursive Relationships
        • Creating Subtype Cluster Relationships
        • Resolving Name Duplication in Parent and Child Entities (Unification)
      • Working with Universal Mappings
      • Validating the Model
      • Customizing Datatype Mappings
        • Datatype Mappings File Merge Tool
      • Creating and Editing Relationships
        • Creating a New Inheritance Relationship
        • Containment Relationships
      • Distributing Columns for IBM DB2 for LUW 9.x (and later versions)
      • Physical Storage Considerations
        • Customizing Table DDL or Object JSON
    • Developing the Physical Model
      • Transforming Model Objects from Logical to Physical
      • Optimizing Query Performance on the Physical Model (Denormalizing the Physical Model)
      • Creating and Editing Indexes
      • Defining Table Storage
        • External Table Properties
      • Creating and Editing Database Dependent Objects
        • Creating and Editing Aliases
        • Creating and Editing Object Types
        • Creating and Editing Auxiliary Tables
        • Creating and Editing Buffer Pools
        • Creating and Editing Rollback Segments
        • Creating and Editing DataBases
        • Creating and Editing Sequences
        • Creating and Editing Database Schemas
        • Creating and Editing Generators
        • Creating and Editing Functions
        • Creating and Editing StoGroups
        • Creating and Editing Materialized Query Tables
        • Creating and Editing Synonyms
        • Creating and Editing Materialized Views
        • Creating and Editing Tablespaces
        • Creating and Editing Node Groups
      • Collection Editor
      • Upgrading Diagrams with Denormalization Mappings
      • Synchronizing Physical and Logical Models
      • Planning for and Predicting Database Growth
      • Bucketing
      • Creating and Editing SQL Procedures
        • Creating and Editing PreSQL and PostSQL for the CREATE TABLE Statement
        • Creating and Editing Procedures
        • Creating and Editing Triggers
        • Creating and Editing Packages
        • Create a Scripted Procedure
        • Apply a Scripted Procedure to a Submodel or Model
        • Create Reusable Procedure
        • Create a Scripted User-Defined Procedure
        • Create a Templated User-Defined Procedure
        • Bind a Reusable Procedure to a Table
        • Create an SQL Procedure
        • Import an SQL Procedure
        • Export an SQL Procedure
      • Partitioning a Table Index
      • Organizing Columns for Netezza
      • Partitioning a Table
        • Subpartition Editor
      • Defining Index Storage
      • Sorting Tables for Redshift
      • Distributing Columns for Netezza
      • Distributing Columns for GreenPlum
      • Skewed Tables
    • Connecting to Database Sources and Targets
      • Configuring ODBC Data Source and Target Connections
      • Using Native or Direct Database Connections
      • Troubleshooting Database Connections for 32 bits Version
      • Troubleshooting Database Connections for 64 bits Version
    • Working with the Data Dictionary
      • Importing a Data Dictionary
      • Attaching External Documents to the Data Model
      • Enforcing Security Using Data Security Types and Properties
      • Ensuring Consistent Domain Definitions Using User Datatypes
      • Reusing Attribute Definitions Using Domains
      • Reusing Procedural Logic
      • Copying and Pasting Data Dictionary Objects
      • Working with the Enterprise Data Dictionary
      • Determining Which Objects are Bound by Data Dictionary Objects
      • Changing Data Dictionary Object Bindings and Values
    • Documenting Data Extraction, Transformation, and Load
      • Introduction to Data Lineage
      • Data Lineage Workflow
        • Defining Source Systems
        • Relating Source and Target Models
        • Relating Source and Target Tables and Columns
        • Creating and Editing Data Lineage Data Flows
        • Documenting Table/Entity Data ETL
        • Documenting Column/Attribute ETL
        • Assigning Model Data Movement Properties
    • Saving and Using Quick Launch Settings
    • Generating RTF and HTML Model Reports
    • Exporting the Data Model
      • Exporting Metadata for a Particular Model
      • Exporting Metadata for all Models and Submodels
      • Exporting a Data Model to XML
        • Generating a Customized XML Schema
        • Generating a Document Type Definition (DTD)
    • Printing the Data Model
    • Exporting an Image of the Data Model
    • Defining Valid Attribute Data Using Reference Values
    • Enhancing Data Integrity Using Defaults
    • Promoting Data Integrity Through Rules
    • Creating View Relationships
    • Creating SQL to Run Before and After Generating a Physical Database
    • Generate a Report
    • Creating SQL Procedures to Run Before and After Generating a Table
    • Creating SQL Procedures to Run Before and After Generating a Physical Model View
    • Enforcing Naming Standards Using Naming Standards Templates
    • Generating a Script File or Database
      • MongoDB JSON Generation
  • Working with ERStudio Repository
    • Establishing Security for the Repository
      • Creating and Managing Roles
      • Creating and Managing Users
      • Creating and Managing Groups
    • Specifying Repository and ER/Studio TS Options
      • Setting Repository and ER/Studio TS Options
      • Repository Properties
    • Logging In and Out of the Repository and ER/Studio TS
    • Synchronizing Comments
    • Multi-threading in the Repository
    • Working with Objects in the Repository
      • Repository Status Icons
      • Relating models to ER/Studio TS Data Sources
      • Securing Repository Objects
      • Changing the Diagram File Name
      • Retrieving a Repository Diagram, Submodel or Named Release
      • Creating Special Search Strings (Using the Query Parser)
      • Getting the Latest Version of a Diagram
      • Saving Changed Items to the Repository (Checking In)
      • Checking Out Repository Items
      • Discarding Changes Made to a Checked Out Diagram
      • Checking Out Objects When Not Logged In
      • Deleting Diagrams from the Repository
      • Forcing a Checkin
      • Determining Who has an Object Checked Out
      • Viewing the Checkin History of a Repository Object
      • Working with Named Releases of Repository Diagrams
      • Branching and Merging Diagrams
      • Rolling Back a Diagram to a Previous Version
      • Change Records
    • Working with Data Dictionaries in the Repository
      • Determining Where an Enterprise Data Dictionary is Used
      • Creating an Enterprise Data Dictionary
      • Associating a Data Dictionary with a Diagram
      • Unbinding an Enterprise Data Dictionary from a Diagram
      • Checking out the Data Dictionary
      • Checking in the Data Dictionary
      • Undoing a Data Dictionary Check Out
      • Redoing a Data Dictionary Redo Check Out
      • Associating the Enterprise Data Dictionary with Repository Diagrams
      • Retrieving an Enterprise Data Dictionary
    • Working with Repository Projects
    • Cancelling a Repository Operation
    • Adding a Diagram or Data Dictionary to the Repository
  • Automating ER/Studio Data Architect
    • Why Use Automation Objects?
    • Creating Event Handlers
    • Handling Update Events
    • Automation Objects Programmer's Guide
      • Object Model Hierarchy Diagram
      • Instantiating the Parent Object in the Macro Editor
      • Accessing Collections of Objects
      • Assigning Object Appearance and Behavior Using Properties
      • Performing Complex Actions Using Methods
    • Sample Macros Installed with ER/Studio Data Architect
    • Running ER/Studio Data Architect Macros from Windows
    • Adding Macros to GUI Modeling Menus
    • Using the SAX Basic Macro Editor
    • Instantiating the Parent Object in an External Application
  • Glossary
  • About
• ETL
  • ETL Import
• Related Files
• Reference
• Before you Start
• Integrating with Git
• Ids